Top Financial Services Customer Success & Experience Jobs in New York City, NY

The App Growth & Retention Manager will drive app engagement, optimize deposits, manage user retention strategies, and analyze churn to boost LTV.

The Client Success Associate manages client pipelines and daily trading workflows while providing support and communication with clients. They collaborate with internal teams for onboarding processes and aim to enhance client experiences through feedback and innovation in client success processes.

AI Strategists drive the strategic deployment of Hebbia's platform within financial institutions, transforming workflows, creating value, and expanding commercial strategy.

Oversee IT support activities, manage relationships with MSP, resolve IT issues, improve customer satisfaction, and create documentation.

The Business Developer will recruit Resellers to drive product distribution, execute partnership strategies, and manage relationships with internal teams to achieve business results.

The Senior Client Success Manager will manage strategic relationships, ensure SaaS retention, advise on fraud management, and identify growth opportunities within enterprise accounts.

The Outbound Collections Representative will manage high volumes of outbound calls to resolve overdue payments, using negotiation and conflict resolution skills to assist customers.

Lead customer success teams, align strategies, develop relationships, identify sales opportunities, utilize KPIs to track performance, and manage team growth.

Manage relationships with enterprise clients, ensure product adoption, provide technical support, and drive growth strategies leveraging data insights.

The Client Services Associate supports institutional clients by ensuring their operational needs are met, enhancing client satisfaction through proactive service, troubleshooting, and system onboarding.